$7.1 Billion is the total value of Orbimed Advisors's 135 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 40.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWTX | SPRINGWORKS THERAPEUTICS INC | $311,065,000 | +55.6% | 7,406,307 | 0.0% | 4.38% | +30.3% | |
| TCDA | TRICIDA INC | $264,200,000 | +24.9% | 9,614,280 | 0.0% | 3.72% | +4.6% | |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $241,989,000 | +30.1% | 2,156,000 | +4.1% | 3.41% | +9.0% |
| ASND | Sell | ASCENDIS PHARMA A Ssponsored adr | $231,166,000 | -37.6% | 1,562,986 | -52.5% | 3.25% | -47.7% |
| PRVL | PREVAIL THERAPEUTICS INC | $205,955,000 | +22.2% | 13,822,463 | 0.0% | 2.90% | +2.4% | |
| MRK | MERCK & CO. INC | $200,215,000 | +0.5% | 2,589,100 | 0.0% | 2.82% | -15.8% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $193,375,000 | +10.2% | 666,100 | -9.7% | 2.72% | -7.7% |
| BIIB | Buy | BIOGEN INC | $191,539,000 | +26.0% | 715,900 | +49.0% | 2.70% | +5.6% |
| PASG | PASSAGE BIO INC | $190,296,000 | +73.5% | 6,962,899 | 0.0% | 2.68% | +45.4% | |
| IOVA | Buy | IOVANCE BIOTHERAPEUTICS INC | $182,408,000 | +9.8% | 6,645,100 | +19.8% | 2.57% | -8.0% |
| TPTX | TURNING POINT THERAPEUTICS I | $177,321,000 | +44.6% | 2,745,327 | 0.0% | 2.50% | +21.2% | |
| BSX | BOSTON SCIENTIFIC CORP | $170,189,000 | +7.6% | 4,847,300 | 0.0% | 2.40% | -9.9% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $169,473,000 | +22.9% | 2,882,200 | +16.5% | 2.39% | +2.9% |
| NTRA | Sell | NATERA INC | $161,572,000 | +61.7% | 3,240,514 | -3.2% | 2.28% | +35.4% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB LTD | $159,398,000 | +129.8% | 2,867,910 | +22.5% | 2.24% | +92.5% |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $151,172,000 | +38.2% | 1,324,100 | -7.0% | 2.13% | +15.7% |
| ALEC | Sell | ALECTOR INC | $146,037,000 | -27.3% | 5,975,322 | -28.2% | 2.06% | -39.1% |
| NBIX | Buy | NEUROCRINE BIOSCIENCES INC | $144,682,000 | +44.7% | 1,185,915 | +2.7% | 2.04% | +21.2% |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $141,337,000 | +1.5% | 4,673,850 | 0.0% | 1.99% | -15.0% | |
| BNR | New | BURNING ROCK BIOTECH LTDsponsored ads | $128,191,000 | – | 4,746,071 | +100.0% | 1.80% | – |
| HUM | HUMANA INC | $108,686,000 | +23.5% | 280,300 | 0.0% | 1.53% | +3.4% | |
| RPTX | New | REPARE THERAPEUTICS INC | $106,285,000 | – | 3,426,325 | +100.0% | 1.50% | – |
| ORIC | New | ORIC PHARMACEUTICALS INC | $98,558,000 | – | 2,921,967 | +100.0% | 1.39% | – |
| AGIO | Buy | AGIOS PHARMACEUTICALS INC | $92,436,000 | +57.6% | 1,728,421 | +4.6% | 1.30% | +32.1% |
| DXCM | Sell | DEXCOM INC | $91,783,000 | +0.8% | 226,400 | -33.0% | 1.29% | -15.6% |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $89,734,000 | +1.6% | 559,649 | -38.0% | 1.26% | -14.9% |
| CNC | CENTENE CORP DEL | $84,884,000 | +7.0% | 1,335,700 | 0.0% | 1.20% | -10.4% | |
| CI | CIGNA CORP NEW | $82,510,000 | +5.9% | 439,700 | 0.0% | 1.16% | -11.2% | |
| ETNB | 89BIO INC | $79,809,000 | -21.1% | 4,004,442 | 0.0% | 1.12% | -33.8% | |
| IMRA | IMARA INC | $75,151,000 | +72.4% | 2,719,902 | 0.0% | 1.06% | +44.3% | |
| ADVM | Sell | ADVERUM BIOTECHNOLOGIES INC | $68,711,000 | +103.8% | 3,290,744 | -4.6% | 0.97% | +70.5% |
| DCPH | Sell | DECIPHERA PHARMACEUTICALS IN | $67,227,000 | +41.1% | 1,125,700 | -2.8% | 0.95% | +18.1% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $64,277,000 | -23.2% | 112,800 | -33.3% | 0.90% | -35.7% |
| KROS | New | KEROS THERAPEUTICS INC | $62,995,000 | – | 1,679,417 | +100.0% | 0.89% | – |
| EHTH | EHEALTH INC | $62,732,000 | -30.2% | 638,558 | 0.0% | 0.88% | -41.6% | |
| NXTC | NEXTCURE INC | $58,124,000 | -42.2% | 2,711,013 | 0.0% | 0.82% | -51.6% | |
| EXEL | Sell | EXELIXIS INC | $57,073,000 | +4.2% | 2,404,100 | -24.4% | 0.80% | -12.6% |
| KALA | KALA PHARMACEUTICALS INC | $56,783,000 | +19.6% | 5,402,730 | 0.0% | 0.80% | +0.1% | |
| FUSN | New | FUSION PHARMACEUTICALS INC | $56,337,000 | – | 3,224,770 | +100.0% | 0.79% | – |
| ATNX | ATHENEX INC | $55,169,000 | +77.8% | 4,009,346 | 0.0% | 0.78% | +48.9% | |
| ATRC | Buy | ATRICURE INC | $55,207,000 | +77.1% | 1,228,189 | +32.3% | 0.78% | +48.3% |
| LOGC | LOGICBIO THERAPEUTICS INC | $54,709,000 | +71.3% | 6,466,783 | 0.0% | 0.77% | +43.4% | |
| TBPH | Buy | THERAVANCE BIOPHARMA INC | $53,618,000 | +996.7% | 2,554,470 | +1107.5% | 0.76% | +820.7% |
| BLU | Sell | BELLUS HEALTH INC NEW | $53,001,000 | -23.6% | 5,137,216 | -26.9% | 0.75% | -36.0% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $51,261,000 | +119.3% | 697,524 | +26.5% | 0.72% | +83.7% |
| CRNX | Buy | CRINETICS PHARMACEUTICALS IN | $48,242,000 | +60.9% | 2,753,567 | +35.0% | 0.68% | +34.7% |
| GKOS | Sell | GLAUKOS CORP | $46,527,000 | -2.6% | 1,211,000 | -21.8% | 0.66% | -18.4% |
| MGTX | Buy | MEIRAGTX HLDGS PLC | $46,497,000 | -3.4% | 3,713,820 | +3.7% | 0.66% | -19.0% |
| ABBV | Buy | ABBVIE INC | $45,556,000 | +161.1% | 464,000 | +102.6% | 0.64% | +118.8% |
| MRSN | Buy | MERSANA THERAPEUTICS INC | $44,694,000 | +469.3% | 1,910,008 | +41.8% | 0.63% | +376.5% |
| APLT | Sell | APPLIED THERAPEUTICS INC | $44,019,000 | +2.0% | 1,217,678 | -7.7% | 0.62% | -14.5% |
| QURE | Sell | UNIQURE NV | $43,667,000 | -6.5% | 969,079 | -1.5% | 0.62% | -21.7% |
| TMO | THERMO FISHER SCIENTIFIC INC | $39,966,000 | +27.8% | 110,300 | 0.0% | 0.56% | +7.0% | |
| TELA | TELA BIO INC | $39,237,000 | +65.7% | 3,027,542 | 0.0% | 0.55% | +38.7% | |
| AGLE | Buy | AEGLEA BIOTHERAPEUTICS INC | $37,144,000 | +178.2% | 4,015,524 | +40.1% | 0.52% | +133.5% |
| PRTA | Buy | PROTHENA CORP PLC | $37,075,000 | +19.4% | 3,544,475 | +22.1% | 0.52% | 0.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $36,656,000 | +9.9% | 530,400 | +200.0% | 0.52% | -7.9% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $35,645,000 | +237.2% | 3,670,955 | 0.0% | 0.50% | +182.0% | |
| SCPH | Buy | SCPHARMACEUTICALS INC | $35,307,000 | +39.9% | 4,797,148 | +40.7% | 0.50% | +17.2% |
| NSTG | NANOSTRING TECHNOLOGIES INC | $34,997,000 | +22.0% | 1,192,400 | 0.0% | 0.49% | +2.3% | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $34,670,000 | +36.9% | 1,380,160 | 0.0% | 0.49% | +14.6% | |
| SLQT | New | SELECTQUOTE INC | $31,789,000 | – | 1,255,000 | +100.0% | 0.45% | – |
| XENE | Buy | XENON PHARMACEUTICALS INC | $31,324,000 | +66.1% | 2,497,917 | +50.2% | 0.44% | +39.1% |
| HARP | Sell | HARPOON THERAPEUTICS INC | $30,473,000 | +7.6% | 1,835,704 | -25.0% | 0.43% | -9.9% |
| INSP | INSPIRE MED SYS INC | $30,196,000 | +44.4% | 347,000 | 0.0% | 0.42% | +20.7% | |
| IMMU | New | IMMUNOMEDICS INC | $26,860,000 | – | 757,900 | +100.0% | 0.38% | – |
| PCVX | New | VAXCYTE INC | $26,869,000 | – | 850,000 | +100.0% | 0.38% | – |
| SVA | SINOVAC BIOTECH LTD | $25,500,000 | +48.7% | 2,839,500 | 0.0% | 0.36% | +24.7% | |
| IQV | IQVIA HLDGS INC | $24,829,000 | +31.5% | 175,000 | 0.0% | 0.35% | +10.4% | |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $23,861,000 | – | 1,935,200 | +100.0% | 0.34% | – |
| FLXN | Buy | FLEXION THERAPEUTICS INC | $22,145,000 | +2015.1% | 1,684,000 | +1166.2% | 0.31% | +1633.3% |
| SIBN | SI BONE INC | $22,018,000 | +33.4% | 1,381,300 | 0.0% | 0.31% | +11.9% | |
| NVO | NOVO-NORDISK A Sadr | $21,608,000 | +8.8% | 330,000 | 0.0% | 0.30% | -9.0% | |
| AMGN | Sell | AMGEN INC | $21,581,000 | +1.2% | 91,500 | -13.0% | 0.30% | -15.1% |
| ZYME | ZYMEWORKS INC | $21,004,000 | +1.7% | 582,302 | 0.0% | 0.30% | -14.7% | |
| ALC | ALCON AG | $20,168,000 | +12.4% | 351,380 | 0.0% | 0.28% | -6.0% | |
| BFYT | BENEFYTT TECHNOLOGIES INC | $19,701,000 | -8.6% | 962,900 | 0.0% | 0.28% | -23.5% | |
| AUPH | Sell | AURINIA PHARMACEUTICALS INC | $19,441,000 | +0.2% | 1,196,347 | -10.5% | 0.27% | -16.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $19,271,000 | +129.4% | 30,900 | +79.7% | 0.27% | +92.2% |
| CRVS | CORVUS PHARMACEUTICALS INC | $18,408,000 | +28.9% | 6,767,584 | 0.0% | 0.26% | +7.9% | |
| SRRA | SIERRA ONCOLOGY INC | $17,876,000 | +23.2% | 1,477,320 | 0.0% | 0.25% | +3.3% | |
| ISEE | Buy | IVERIC BIO INC | $16,575,000 | +542.4% | 3,250,000 | +333.3% | 0.23% | +441.9% |
| VRCA | VERRICA PHARMACEUTICALS INC | $16,292,000 | +0.7% | 1,479,733 | 0.0% | 0.23% | -15.8% | |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $16,215,000 | +409.7% | 1,094,100 | +277.3% | 0.23% | +330.2% |
| OBSV | OBSEVA SA | $15,347,000 | +144.4% | 2,605,531 | 0.0% | 0.22% | +103.8% | |
| GILD | Sell | GILEAD SCIENCES INC | $14,788,000 | -86.6% | 192,200 | -86.9% | 0.21% | -88.7% |
| NMTR | New | 9 METERS BIOPHARMA INC | $14,591,000 | – | 25,716,755 | +100.0% | 0.20% | – |
| FBRX | New | FORTE BIOSCIENCES INC | $13,856,000 | – | 950,316 | +100.0% | 0.20% | – |
| AVRO | Buy | AVROBIO INC | $13,850,000 | +34.2% | 793,712 | +19.7% | 0.20% | +12.7% |
| PHGE | BIOMX INC | $12,770,000 | -21.1% | 2,313,489 | 0.0% | 0.18% | -33.8% | |
| XLRN | Sell | ACCELERON PHARMA INC | $12,147,000 | -47.5% | 127,500 | -50.5% | 0.17% | -56.0% |
| LRMR | New | LARIMAR THERAPEUTICS INC | $12,001,000 | – | 933,960 | +100.0% | 0.17% | – |
| FLDM | New | FLUIDIGM CORP DEL | $11,657,000 | – | 2,907,100 | +100.0% | 0.16% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INCcall | $11,224,000 | – | 100,000 | +100.0% | 0.16% | – |
| ARCT | New | ARCTURUS THERAPEUTICS HLDG I | $11,180,000 | – | 239,186 | +100.0% | 0.16% | – |
| CTIC | CTI BIOPHARMA CORP | $11,044,000 | +26.1% | 9,520,600 | 0.0% | 0.16% | +5.4% | |
| GNMK | New | GENMARK DIAGNOSTICS INC | $10,768,000 | – | 732,000 | +100.0% | 0.15% | – |
| TORC | RESTORBIO INC | $10,385,000 | +108.7% | 4,830,387 | 0.0% | 0.15% | +73.8% | |
| XFOR | X4 PHARMACEUTICALS INC | $10,126,000 | -6.8% | 1,086,493 | 0.0% | 0.14% | -21.9% | |
| ABBV | New | ABBVIE INCcall | $9,818,000 | – | 100,000 | +100.0% | 0.14% | – |
| Buy | TRILLIUM THERAPEUTICS INC | $9,797,000 | +202.8% | 1,211,000 | +51.2% | 0.14% | +155.6% | |
| HRTX | Buy | HERON THERAPEUTICS INC | $9,715,000 | +54.0% | 660,420 | +22.9% | 0.14% | +29.2% |
| EPIX | ESSA PHARMA INC | $9,125,000 | +55.0% | 1,471,853 | 0.0% | 0.13% | +29.3% | |
| PGNY | New | PROGYNY INC | $8,801,000 | – | 341,004 | +100.0% | 0.12% | – |
| IMVT | Buy | IMMUNOVANT INC | $8,634,000 | +209.0% | 354,575 | +97.5% | 0.12% | +159.6% |
| ANAB | ANAPTYSBIO INC | $8,395,000 | +58.1% | 375,800 | 0.0% | 0.12% | +32.6% | |
| XTNT | Buy | XTANT MED HLDGS INC | $8,324,000 | +34.9% | 9,248,678 | +0.5% | 0.12% | +12.5% |
| TXG | 10X GENOMICS INC | $8,279,000 | +43.3% | 92,700 | 0.0% | 0.12% | +20.6% | |
| CLDX | New | CELLDEX THERAPEUTICS INC NEW | $8,125,000 | – | 625,000 | +100.0% | 0.11% | – |
| RCKT | New | ROCKET PHARMACEUTICALS INC | $8,004,000 | – | 382,400 | +100.0% | 0.11% | – |
| AKUS | New | AKOUOS INC | $7,088,000 | – | 315,000 | +100.0% | 0.10% | – |
| ARPO | AERPIO PHARMACEUTICALS INC | $6,492,000 | +127.3% | 5,193,946 | 0.0% | 0.09% | +89.6% | |
| Buy | APTOSE BIOSCIENCES INC | $6,000,000 | +53.3% | 950,841 | +44.3% | 0.08% | +27.3% | |
| SELB | Sell | SELECTA BIOSCIENCES INC | $5,947,000 | -4.9% | 2,093,869 | -19.3% | 0.08% | -20.0% |
| IGMS | IGM BIOSCIENCES INC | $5,895,000 | +30.0% | 80,760 | 0.0% | 0.08% | +9.2% | |
| VRNA | VERONA PHARMA PLCsponsored ads | $5,852,000 | +13.6% | 1,250,396 | 0.0% | 0.08% | -5.7% | |
| RNA | New | AVIDITY BIOSCIENCES INC | $5,652,000 | – | 200,000 | +100.0% | 0.08% | – |
| RCUS | New | ARCUS BIOSCIENCES INC | $5,451,000 | – | 220,350 | +100.0% | 0.08% | – |
| AGIO | Sell | AGIOS PHARMACEUTICALS INCcall | $5,348,000 | -39.7% | 100,000 | -60.0% | 0.08% | -49.7% |
| HCAT | HEALTH CATALYST INC | $5,239,000 | +11.6% | 179,598 | 0.0% | 0.07% | -6.3% | |
| CALT | New | CALLIDITAS THERAPEUTICS ABsponsered ads | $5,220,000 | – | 225,000 | +100.0% | 0.07% | – |
| ARNA | Sell | ARENA PHARMACEUTICALS INC | $4,199,000 | -25.1% | 66,700 | -50.0% | 0.06% | -37.2% |
| SYBX | SYNLOGIC INC | $4,121,000 | +18.0% | 2,029,996 | 0.0% | 0.06% | -1.7% | |
| KTOV | KITOV PHARMA LTDsponsored ads | $3,843,000 | +263.2% | 3,461,983 | 0.0% | 0.05% | +200.0% | |
| NABRIVA THERAPEUTICS PLC | $3,133,000 | +17.3% | 4,644,600 | 0.0% | 0.04% | -2.2% | ||
| IFRX | Sell | INFLARX NV | $3,114,000 | -23.6% | 678,525 | -36.4% | 0.04% | -36.2% |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $2,941,000 | +50.1% | 68,100 | 0.0% | 0.04% | +24.2% | |
| CRBP | New | CORBUS PHARMACEUTICALS HLDGSput | $2,937,000 | – | 350,000 | +100.0% | 0.04% | – |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $2,882,000 | -10.1% | 137,100 | -47.7% | 0.04% | -24.1% |
| NVUS | NOVUS THERAPEUTICS INC | $1,459,000 | +17.6% | 3,183,314 | 0.0% | 0.02% | 0.0% | |
| CRIS | Sell | CURIS INC | $1,502,000 | +57.1% | 1,241,494 | -8.6% | 0.02% | +31.2% |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $1,253,000 | -5.8% | 350,000 | 0.0% | 0.02% | -18.2% | |
| ARVN | Sell | ARVINAS INC | $986,000 | -97.5% | 29,400 | -97.0% | 0.01% | -97.9% |
| MNLO | Sell | MENLO THERAPEUTICS INC | $1,027,000 | -78.1% | 593,883 | -66.1% | 0.01% | -82.3% |
| BLRX | BIOLINERX LTDsponsored ads | $118,000 | +28.3% | 69,240 | 0.0% | 0.00% | 0.0% | |
| OTIC | Exit | OTONOMY INC | $0 | – | -71,994 | -100.0% | -0.00% | – |
| Exit | CATABASIS PHARMACEUTICALS IN | $0 | – | -44,398 | -100.0% | -0.00% | – | |
| PTGX | Exit | PROTAGONIST THERAPEUTICS INC | $0 | – | -66,909 | -100.0% | -0.01% | – |
| MBIO | Exit | MUSTANG BIO INC | $0 | – | -251,685 | -100.0% | -0.01% | – |
| XENT | Exit | INTERSECT ENT INC | $0 | – | -68,553 | -100.0% | -0.01% | – |
| ZFGN | Exit | ZAFGEN INC | $0 | – | -1,106,529 | -100.0% | -0.01% | – |
| STRO | Exit | SUTRO BIOPHARMA INC | $0 | – | -104,800 | -100.0% | -0.02% | – |
| APLS | Exit | APELLIS PHARMACEUTICALS INC | $0 | – | -50,485 | -100.0% | -0.02% | – |
| SAVA | Exit | CASSAVA SCIENCES INCcall | $0 | – | -250,000 | -100.0% | -0.03% | – |
| AGRX | Exit | AGILE THERAPEUTICS INC | $0 | – | -1,200,000 | -100.0% | -0.04% | – |
| BTAI | Exit | BIOXCEL THERAPEUTICS INC | $0 | – | -107,300 | -100.0% | -0.04% | – |
| APTX | Exit | APTINYX INC | $0 | – | -1,162,108 | -100.0% | -0.04% | – |
| NBSE | Exit | NEUBASE THERAPEUTICS INC | $0 | – | -371,114 | -100.0% | -0.04% | – |
| KALV | Exit | KALVISTA PHARMACEUTICALS INC | $0 | – | -420,641 | -100.0% | -0.05% | – |
| ARGX | Exit | ARGENX SEsponsored adr | $0 | – | -28,591 | -100.0% | -0.06% | – |
| RVMD | Exit | REVOLUTION MEDICINES INC | $0 | – | -300,000 | -100.0% | -0.11% | – |
| ADAP | Exit | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $0 | – | -2,525,654 | -100.0% | -0.12% | – |
| CARA | Exit | CARA THERAPEUTICS INC | $0 | – | -592,800 | -100.0% | -0.13% | – |
| RGNX | Exit | REGENXBIO INC | $0 | – | -267,700 | -100.0% | -0.15% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -127,200 | -100.0% | -0.17% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -113,200 | -100.0% | -0.17% | – |
| NLTX | Exit | NEOLEUKIN THERAPEUTICS INC | $0 | – | -921,800 | -100.0% | -0.18% | – |
| PFNX | Exit | PFENEX INC | $0 | – | -1,305,034 | -100.0% | -0.19% | – |
| ZLAB | Exit | ZAI LAB LTDadr | $0 | – | -254,000 | -100.0% | -0.22% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -50,000 | -100.0% | -0.26% | – |
| PFE | Exit | PFIZER INCcall | $0 | – | -500,000 | -100.0% | -0.27% | – |
| BHC | Exit | BAUSCH HEALTH COS INC | $0 | – | -2,399,880 | -100.0% | -0.62% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -540,500 | -100.0% | -0.77% | – |
| PTCT | Exit | PTC THERAPEUTICS INC | $0 | – | -1,148,723 | -100.0% | -0.86% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -371,100 | -100.0% | -1.04% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -709,800 | -100.0% | -1.07% | – |
| PFE | Exit | PFIZER INC | $0 | – | -3,012,100 | -100.0% | -1.65% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
About Orbimed Advisors
Orbimed Advisors is a leading healthcare-focused investment firm that manages over $16 billion in assets. The firm was founded in 1998 by Samuel Isaly, who has over 50 years of experience in the healthcare industry. Isaly is widely regarded as a pioneer in the field of healthcare investing and has been recognized for his contributions to the industry by numerous organizations.
Orbimed Advisors has a team of over 100 professionals, including investment professionals, research analysts, and operational experts. The firm has offices in New York, San Francisco, Shanghai, and Mumbai, and invests in companies across the healthcare spectrum, including biotechnology, pharmaceuticals, medical devices, and healthcare services.
The firm's investment philosophy is based on a deep understanding of the healthcare industry and a rigorous approach to due diligence. Orbimed Advisors seeks to identify companies with innovative technologies and strong management teams that have the potential to transform the healthcare landscape.
Orbimed Advisors has a strong track record of success, with numerous successful investments in companies such as Juno Therapeutics, Spark Therapeutics, and Kite Pharma. The firm's leadership team, which includes CEO Sven Borho, COO Jonathan Silverstein, and Chief Investment Officer Carl Gordon, has decades of experience in the healthcare industry and is widely respected for their expertise and insights.
Overall, Orbimed Advisors is a leading healthcare investment firm that has a proven track record of success and a deep understanding of the healthcare industry. Investors looking to gain exposure to the healthcare sector may want to consider Orbimed Advisors as a potential investment opportunity.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BIOGEN INC | 42 | Q3 2023 | 5.0% |
| VERTEX PHARMACEUTICALS INC | 42 | Q3 2023 | 3.7% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 3.2% |
| SINOVAC BIOTECH LTD | 41 | Q3 2023 | 7.2% |
| NEUROCRINE BIOSCIENCES INC | 41 | Q3 2023 | 2.7% |
| BOSTON SCIENTIFIC CORP | 40 | Q3 2023 | 5.6% |
| BRISTOL-MYERS SQUIBB CO | 40 | Q2 2023 | 5.2% |
| AMGEN INC | 40 | Q3 2023 | 5.5% |
| INTUITIVE SURGICAL INC | 40 | Q3 2023 | 3.8% |
| GILEAD SCIENCES INC | 39 | Q3 2023 | 5.5% |
View Orbimed Advisors's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Ikena Oncology, Inc. | September 21, 2023 | 2,189,111 | 5.2% |
| Galecto, Inc. | September 18, 2023 | 749,557 | 2.8% |
| PMV Pharmaceuticals, Inc. | August 23, 2023 | 6,563,077 | 13.5% |
| Gracell Biotechnologies Inc. | August 11, 2023 | 7,641,531 | 8.0% |
| Xtant Medical Holdings, Inc. | August 03, 2023 | 73,114,592 | 56.7% |
| Turnstone Biologics Corp. | July 24, 2023 | 3,099,265 | 13.4% |
| Prelude Therapeutics Inc | May 24, 2023 | 15,716,642 | 28.6% |
| VectivBio Holding AG | May 24, 2023 | 5,156,561 | 7.7% |
| Fusion Pharmaceuticals Inc. | May 16, 2023 | 2,930,670 | 4.6% |
| Verona Pharma plc | May 16, 2023 | 3,777,778 | 4.8% |
View Orbimed Advisors's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-04-26 |
| 4 | 2024-04-23 |
| 4 | 2024-04-18 |
| 4 | 2024-04-15 |
| 3/A | 2024-04-12 |
| SC 13D/A | 2024-04-12 |
| 4 | 2024-04-05 |
| SC 13D/A | 2024-04-04 |
| 3 | 2024-04-03 |
| SC 13D | 2024-03-28 |
View Orbimed Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.